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Girardot Strauch & Co CPA
- Small Business
- Questions
“Have especially appreciated understandable answers to questions on complicated tax issues from Richard Bartholomew and the skill of Diana Lanman in pulling together the return.”
Best Financial Advisors in Lafayette, IN
24 firms listed · 12 in Lafayette · 17 rated 4.5+
Data verified October 16, 2026
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Summit Financial Group of Indiana
“Knowing Jon's dedication and drive, I wouldn't hesitate to recommend anyone to Summit Financial Group of Indiana who is looking for financial planning services.”
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Elements Wealth Management
“I have have been working with Jennifer Teising for a couple months and I'm very impressed with what she and the team at Pinnacle bring to the table as independent financial planners.”
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Madren Financial - Invst
“At Madren Financial, we are committed to helping you achieve financial freedom. Our focus is on your TOTAL financial health. As your personal CFO, we will help you set and crush goals for you, your business, and your family, while keeping you protect...”
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Turquoise Wealth Management
“Great people with a great mission.”
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Financial Partners Group
“Transparent. Holistic. Ethical. We believe values matter, and we live by ours every day.”
The 24 firms listed for Lafayette, IN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lafayette, IN
Of the 24 firms we list here, 12 are in Lafayette itself and 12 come from towns including Zionsville (4, 44 mi), Indianapolis (3, 57 mi) and Stockwell (1, 9 mi). 18 of the firms on this page have a rating, from 4.2 to 5.0 across 89 reviews; 17 are rated 4.5 or higher. The services the firms on this page list most often on their websites are business services (4), tax services (4), industries (3), services for individuals (3) and services for quickbooks (2). Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 3 offer payment plans and 5 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 16 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Lafayette listed here?
12 of the 24 firms are located in Lafayette. The others come from other towns within 60 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Bluesafe Financial
“They spend time educating each client on their services, analyzing products, and will make you feel comfortable with investment choices specific to each individual and family's needs and goals.”
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Stifel
“Welcome to the Pathway Advisory Group. We're a team of veteran financial advisors committed to helping you navigate the path to your desired financial destination. Whether you're already retired, saving for retirement, making education plans for the ...”
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Lafayette Wealth Management Group - David Sharp
“We also provide transparent, side-by-side comparisons of retirement plan strategies to uncover the most efficient plan for your company.”
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Security Federal Savings Bank Investment Division
“We're excited to announce that we are transitioning to VISA as our new debit card provider! Be on the lookout for your new Visa® Debit card, which will be arriving in the mail between late August and early September. We'll be sharing details soon on ...”
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Cornerstone Financial
“Your goals and priorities should be the driver for how you use your resources, including your most valuable one — your time. We will work with you so we clearly understand you, your goals and concerns so we can develop a plan for your unique situatio...”
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The Schamber Group
“The Schamber Group, Inc. is an independent financial services firm located in Lafayette, Indiana. At Schamber Group, independence means freedom to structure our business in the best interest of our clients. We are not part of a large insurance compan...”
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Linc Financial Group
“To be recognized for our extraordinary client care, exceeding their expectations. To provide the right protection for our clients is our primary concern, in their ever-changing needs, through our relationship commitment. We strive to make complex sit...”
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Seth Attinger CPA
- Rental
“He helped us while we were in the military with earned income in multiple states, had rental property income and expenses, and had a personal business.”
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Oremus Accounting an Oremus Corporation NA Company
“If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return.”
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Bactrian
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
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Million & Co
“We are a full-service CPA firm licensed in Indiana. We are specialized in a broad range of services including accounting, bookkeeping, QuickBooks, payroll, tax and consulting for businesses and individuals. We customize our services to better fit you...”
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Lewis Wealth Management
- Calls
- Meetings
- Risk
“I recommend Kevin Lewis at Lewis Wealth Management for anyone looking for assistance from an HONEST financial expert with an individualized approach who makes his clients' financial interests his priority.”
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Hobbs Wealth Management
- Goals
- Retirement
- Interest
“David always has our best interest in mind, even helping us find a Lawyer to update our Wills when needed, working hard to build up our portfolios, which have grown substantially, so we can retire early.”
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Mack Financial Group
“He listened to my concerns and put together a couple of different options and made the process very easy.”
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Storen Financial
- Prices
“I've just met with their Medicare specialist Ruth Hoffman and found her to be professional, knowledgeable, very helpful and just as importantly, acted as a fiduciary in advising us with our Medicare choices.”
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Driesbach Financial Group
“We are a Brokerage General Agency, located in Indianapolis, Indiana, offering a full range of life insurance and financial products to Insurance and Financial Planning Professionals. Our exceptional products and services are designed to provide creat...”
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The Monument Circle Group
“Made me feel safe.”
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Canterbury Investment Management
“Canterbury clients learn to benefit from the market's volatility rather than being punished by it. Using an intelligent, adaptive process, we aim to solve the overriding question that has plagued investors since the inception of financial securities:...”
Retirement Planning and Investment Management Services in Lafayette, IN Cost Estimates
Minimum cost
$1109
Maximum cost
$9424
National Average
$3326
Avg Per Hour Rates
$333
$2218
$6098
Average price range is based on 478 cost profiles
Why these companies made our list
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